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iShares MSCI USA Value Factor ETF VLUE

Analyst rating as of
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Morningstar’s Analysis

Will VLUE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sector-relative approach to value.

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Summary

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IShares Edge MSCI USA Value Factor ETF VLUE carves an edge through its sector-relative approach to stock selection. This approach improves comparability, giving the fund cleaner exposure to stocks that are truly cheap relative to their peers. It also mitigates persistent sector biases, which most value indexes have and the market historically hasn't rewarded. While the fund also takes more risk than the Russell 1000 Value Index, it should provide better risk-adjusted performance over the long term. It warrants an upgrade to a Morningstar Analyst Rating of Silver from Bronze.

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